FAULSTICH FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FAULSTICH FAMILY CHARITABLE FOUNDATION (EIN 36-4486386)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201541359349102284
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-15T15:46:20-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18555 N RIVER RD STE 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364486386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAULSTICH FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAULBusinessNameControlTxt
Phone6309864105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11751 CREEKSIDE LANE WAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE FAULSTICHPersonNm
Person TitleMANAGERPersonTitleTxt
Phone6309864105PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A MCDANIEL CPAPreparerPersonNm
PTINP00271314PTIN
Phone3178424466PhoneNum
Preparation2015-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$262,855FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,136DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,136DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,374NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,043GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,374CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,510TotalRevAndExpnssAmt
Total Net Invst Incm$7,510TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,453AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$727AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$726AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$44TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$44TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,643OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,643OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,140TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,370TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$770TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,370TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,770TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,370ExcessRevenueOverExpensesAmt
Net Investment Income$5,140NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,588CashBOYAmt
Cash EOY$5,864CashEOYAmt
Cash EOYFMV$5,864CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,071SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,429SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,637SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$90,963CorporateStockBOYAmt
Corporate Stock EOY$90,550CorporateStockEOYAmt
Corporate Stock EOYFMV$174,569CorporateStockEOYFMVAmt
Corporate Bonds BOY$42,093CorporateBondsBOYAmt
Corporate Bonds EOY$36,242CorporateBondsEOYAmt
Corporate Bonds EOYFMV$35,785CorporateBondsEOYFMVAmt
Total Assets BOY$170,715TotalAssetsBOYAmt
Total Assets EOY$180,085TotalAssetsEOYAmt
Total Assets EOYFMV$262,855TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$170,715RetainedEarningBOYAmt
Retained Earning EOY$180,085RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$170,715TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$180,085TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$170,715TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$180,085TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$170,715TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,370ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$180,085SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$180,085TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PIMCOP2014-04-302014-09-29$262$262$0$0
VIRTUSP2013-12-302014-08-22$10,851$10,331$520$520
PIMCOP2013-05-122014-09-29$124$124$0$0
PIMCOP2009-06-152014-09-29$17,740$16,952$788$788
CAPITAL GAINS DIVIDENDSP$1,066$1,066$1,066
FieldValueIRS element (for citing)
Capital Gain Net Income$2,374CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,111AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$233,932NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051771DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,937AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$205,140NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048440DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$188,637NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050361DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,490AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$198,108NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.199336DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,682AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$204,305NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.164861DistributionYr5Rt
Total Distribution0.514769TotalDistributionRt
Average Distribution0.102954AverageDistributionRt
Net Vl Noncharitable Assets$250,349NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,774AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$51NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,825AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,770QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$103InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$103SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$103TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGEORGE L FAULSTICH JRIndividualWithBooksNm
Phone6309864105PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11751 W CREEKSIDE LANE WAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEORGE L FAULSTICH JR
1751 CREEKSIDE LANE WCARMELIN46032TRUSTEE0.00$0$0$0
ANNE S FAULSTICH
1751 CREEKSIDE LANE WCARMELIN46032TRUSTEE0.00$0$0$0
KENDALL P FAULSTICH
267 BROAD STPORTSMOUTHNH03801TRUSTEE0.00$0$0$0
BLAIR D FAULSTICH
3 SHERMAN AVENUEBRONXVILLENY10708TRUSTEE0.00$0$0$0
AMY LYNN FAULSTICH
13494 DALLAS LANECARMELIN46033TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$207,106AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,055AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$254,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$254,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,812CashDeemedCharitableAmt
Net Vl Noncharitable Assets$250,349NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,517MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,517MinimumInvestmentReturnAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Tax$103TotalTaxAmt
Distributable Before Adj$12,414DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,414DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,414DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,770ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,770QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,770AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,414DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,743ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,929ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$140ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$458ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$54,270TotalExcessDistributionCyovAmt
Qualifying Distributions$10,770QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,770AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,644ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,644ExcessDistributionCyovAppCYAmt
Total Corpus$52,626TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$22,099ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,527ExcessDistriCyovToNextYrAmt
Excess From Year4$29,929ExcessFromYear4Amt
Excess From Year3$140ExcessFromYear3Amt
Excess From Year1$458ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE L FAULSTICH JRContributingManagerNm
Contributing ManagerANNE S FAULSTICHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOOSIER FOOTBALL CLUB
6910 E 161ST STNOBLESVILLEIN46062NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
PORTSMOUTH MUSIC & ARTS CENTER
973 ISLINGTON STREETPORTSMOUTHNH03801NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$100
ST JOHNS PREP
72 SPRING STREETDANVERSMA01923NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$500
CAMP OWATONNA
4 CAMP NEWFOUND ROADHARRISONME04040NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$500
FIRST CHURCH OF CHRIST SCIENTIST GLEN ARBOR MICHIGAN
6153 W RIVER ROADGLEN ARBORMI49636NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
FIRST CHURCH OF CHRIST SCIENTIST CARMEL INDIANA
11580 HAVERSTICK ROADCARMELIN46033NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$3,000
GIFT OF WARMTH
111 NEW HAMPSHIRE AVENUEPORTSMOUTHNH03801NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$150
STRAWBERRY BANKE MUSEUM
PO BOX 300PORTSMOUTHNH03802NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$150
THE CHAPEL SCHOOL
172 WHITE PLAINS ROADBRONXVILLENY10708NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$2,500
THE CLIPPER FOUNDATION
PO BOX 1577PORTSMOUTHNH03801NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
THE MUSIC HALL
28 CHESTNUT STREETPORTSMOUTHNH03801NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,136ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,374ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,510ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,510TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHORIZON FIVE STARContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11751 CREEKSIDE LANE WAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,453Amt
Net Investment Income$727NetInvestmentIncomeAmt
Disbursements Charitable Prps$726DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$36,242EOYBookValueAmt
EOYFMV$35,785EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$90,550EOYBookValueAmt
EOYFMV$174,569EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$1,643RevenueAndExpensesPerBooksAmt
Net Investment Income$1,643NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX BASED ON INVESTMENT INCOMECategoryTxt
Amt$44Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$44DisbursementsCharitablePrpsAmt

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